Equitable Holdings’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65,442
| Closed | -$1.43M | – | 1182 |
|
|
2023
Q4 | $1.43M | Buy |
65,442
+5,635
| +9% | +$123K | 0.02% | 494 |
|
|
2023
Q3 | $1.26M | Buy |
59,807
+4,318
| +8% | +$90.7K | 0.02% | 482 |
|
|
2023
Q2 | $1.2M | Buy |
55,489
+7,392
| +15% | +$160K | 0.02% | 477 |
|
|
2023
Q1 | $1.07M | Buy |
48,097
+6,458
| +16% | +$143K | 0.02% | 454 |
|
|
2022
Q4 | $899K | Buy |
41,639
+5,990
| +17% | +$129K | 0.02% | 469 |
|
|
2022
Q3 | $768K | Buy |
+35,649
| New | +$768K | 0.02% | 453 |
|